KIA
JPM.WS
King Investment Advisors’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-38,950
| Closed | -$963K | – | 63 |
|
|
2015
Q2 | $963K | Sell |
38,950
-123,135
| -76% | -$3.04M | 2.21% | 17 |
|
|
2015
Q1 | $3.57M | Buy |
162,085
+2,440
| +2% | +$53.7K | 1.7% | 26 |
|
|
2014
Q4 | $3.32M | Buy |
159,645
+3,215
| +2% | +$66.8K | 1.48% | 26 |
|
|
2014
Q3 | $3.15M | Sell |
156,430
-4,665
| -3% | -$93.8K | 1.43% | 26 |
|
|
2014
Q2 | $3.11M | Buy |
+161,095
| New | +$3.11M | 1.33% | 28 |
|